Royal Mail Share Discussion Threads

[essentialinvestor] 08/10/2015 10:39

Yes tbh that is it, my best guess is 2016 may disappoint
many on the dividend front with multiple cuts.

The RMG payout looks pretty solid to me, if the shares were available
closer to £4 then all the better.

[minerve] 08/10/2015 10:33

What is driving your temptation EI? Just a bit more high-yield diversification?

[essentialinvestor] 08/10/2015 10:29

Getting tempted to add just a small amount.

[minerve] 05/10/2015 18:16

'BRICS' - word from the past. Only a couple of years ago it was the word used all throughout investor circles. Now look at it! Brasil, what a disappointment! Both on the field and off.

[essentialinvestor] 05/10/2015 18:12

TNT profit warning today, although it appears the BRICS where they are
being impacted most.

[minerve] 05/10/2015 18:10

I don't hold this stock for precisely that reason, pretty much. Its performance relative to others - even other 'stable' stocks - has not been that great. National Grid, even when you factor in scrips, has delivered great return over the last few months and still yields exactly the same as RMG after today's play. It is very difficult to see where share price growth is here, even National Grid seems to be more obvious - for example, cheap copper. National Grid seem more proactive on realising land assets into cash through their JV with Berkeley Group, RMG should do the same whilst valuations are high (before interest rates cut in - if they _ever_ do)

All I see is headache at the moment. Pressure on keeping Universal Service, Unions gathering strength through Compo and his new look Labour. Amazon gaining network strength.

Also, I wonder what effect the Lloyds flotation will have on investors? I would hazard a guess that many may realise their profits in RMG and take-up the Lloyds offering next spring.

Minerve

[essentialinvestor] 05/10/2015 15:54

Certainly not setting the world alight atm, may present an opportunity
at some point.

[minerve] 25/9/2015 22:22

He's getting desperate. Keep buying. Keep buying. LOL

You are going to have to buy a lot guys IF the government and institutions are selling millions a pop. LOL

Don't let today's rise fool you.

Check the RNS released after hours, Norges Bank, selling and moving below the 3% threshold.

11_percent is buying. The government, Blackrock, Woodford, Norges Bank are selling.

Which one do you place your money with?

[11_percent] 25/9/2015 20:45

Keep buying guys.

[oiht] 25/9/2015 20:42

'Retail investor' lol. We are blessed with the elite in our midst.

[minerve] 25/9/2015 14:14

So that is Woodford and Blackrock selling and moving below 5% ownership.

If institutions are likely considering this a current sale, and the government want to sell too, which way is this likely to go?

Retail investors! Choices: BP at 8%, Shell at 7%, RM at 4.64%. You decide.

Not looking promising short-medium term.

IMHO & DYOR

[minerve] 25/9/2015 14:09

Looks like there has been some more institutional selling going on here guys. Blackrock and possibly, again, another 10m by the government. A 10m sell went through last Friday. Haven't seen the announcement yet, and it may not be the government, could be Woodford, but you can guess how quick government departments work! I am busy at the moment - so I will look into this further when I have a little more time. Looks like further headwinds on the share price going north.

IMHO & DYOR

[minerve] 20/9/2015 12:18

Essential

I don't know how many Woodford has sold but they have reduced their holding. 139m is the number the government currently own. I was going to sell the other day but have held fire just to wait and see if the recent sale by the government (10m shares) is a one-off or the start of a pattern/regular event.

[essentialinvestor] 20/9/2015 12:03

Has Woodford sold that many?.

[minerve] 17/9/2015 23:36

All I can say is if someone is wanting to drip feed 139m shares on the market, all other probabilities being equal, this is going south. I noticed the other day, when most of my stocks did very well, RMG was notable in its absence from the small rally. 19 stocks in my portfolio and RMG was one of a couple that just sat there.

If the government are prepared to drip-feed 10m here and there to Blackrock et al it hardly creates any institutional influence on the open market.

Nobody knows for sure, but I am with Woodford. Best not be the rabbit in the headlights. You can always buy back in and save yourself capital loss, even if you are currently sat on a handsome profit.

[mbmiah] 17/9/2015 23:20

I think once off-com realises they have no grounds the share price should recover. Seems Blackrock are upping their stake whilst others are reducing, and others will follow once the government has reduced their holdings. May well be a good time to watch on the sidelines - the FTSE isn't really in a good state at the moment, so I would say RMG is an OK stock to hold even. Who knows? Nobody. Take your chances. GLA

[minerve] 17/9/2015 23:02

I have made myself quite clear or do you only understand uncouth language? :)

[minerve] 17/9/2015 20:36

Thanks guys.



....



They have obviously moved to reducing the shareholding in a much more of a low key manner. Rather than sell on much published 'step-changes' we now have (possibly) constant drip feed with news left just to RNS regulatory notifications. Woodford recently reduced their Royal Mail exposure, and I quickly followed, as Woodford's explanation didn't seem transparent enough (Sorry Neil, I love you really) and I am working more blindly than him. It is possible that they got sight of this new tranche of share supply and reduced the exposure because of the negative pressure on the share price

I will be selling my remaining shares tomorrow. I am not prepared to sit through this even if the yield looks good. I hate share overhangs.

Could it be they are going to dump 10m a month?

Thanks mbmiah. You could have saved me some money as I had taken my eye off the ball slightly. Depending on your method of investing I would consider reducing your stake too. It could well move lower from here on in.

Minerve

[rbcrbc] 17/9/2015 19:50

Minerve - 10m sale seems a strangely small sale.

[mbmiah] 17/9/2015 19:50

They've dumped another % since last RNS

[mbmiah] 17/9/2015 19:47

It's in the RNS section.....13.99% holding

[minerve] 17/9/2015 18:15

mbmiah

Where do you get that information from?

I don't see that.

[mbmiah] 17/9/2015 17:59

Gov dumping more stock I see

[undervaluedassets] 09/9/2015 08:37

This is a utility stock that gets it's cash paid upfront and carries no inventory

Another thought - have you seen the diesel price ? has to be helpful here